Some links
The future of Utilities is very uncertain says a CEO of an US utility company
Great stock analysis about Melco, a HK listed company from Sahara blog
Expecting value looks at Albermarle
Indonesia is struggling too…
Must read: The traditional free summer issue of Grant’s oberver
Punchcard looks at Weight Watchers
value and opportunity 
Thanks for the Albermarle link. It was very helpful to me.